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American Institute for Advanced Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

American Institute for Advanced Investment Management’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$627K Sell
6,625
-10
-0.2% -$946 0.36% 84
2026
Q1 		$633K Buy
6,635
+853
+15% +$82.1K 0.41% 75
2025
Q4 		$556K Buy
5,782
+335
+6% +$32.4K 0.36% 75
2025
Q3 		$525K Buy
5,447
+142
+3% +$13.6K 0.34% 78
2025
Q2 		$508K Sell
5,305
-550
-9% -$52K 0.36% 74
2025
Q1 		$558K Buy
5,855
+648
+12% +$60.6K 0.43% 67
2024
Q4 		$481K Sell
5,207
-358
-6% -$33.8K 0.36% 78
2024
Q3 		$546K Buy
+5,565
New +$538K 0.39% 69
2022
Q3 		– Sell
-2,110
Closed -$216K – 104
2022
Q2 		$216K Sell
2,110
-1,735
-45% -$178K 0.19% 105
2022
Q1 		$413K Sell
3,845
-1,977
-34% -$219K 0.3% 75
2021
Q4 		$670K Sell
5,822
-1,250
-18% -$144K 0.45% 57
2021
Q3 		$815K Sell
7,072
-50
-0.7% -$5.85K 0.58% 49
2021
Q2 		$823K Sell
7,122
-1,085
-13% -$124K 0.58% 52
2021
Q1 		$927K Sell
8,207
-15,361
-65% -$1.79M 0.71% 48
2020
Q4 		$2.83M Sell
23,568
-1,128
-5% -$136K 2.27% 10
2020
Q3 		$3.01M Buy
24,696
+716
+3% +$87.3K 2.7% 7
2020
Q2 		$2.92M Buy
23,980
+657
+3% +$79.8K 2.76% 7
2020
Q1 		$2.83M Buy
23,323
+5,269
+29% +$606K 3.07% 7
2019
Q4 		$1.99M Buy
+18,054
New +$2.01M 1.92% 16

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

American Institute for Advanced Investment Management's IEF Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.15% in Q2 2026, selling an estimated $946 and leaving 6,625 shares worth $627K. The position accounts for 0.36% of the portfolio, ranked #84.

American Institute for Advanced Investment Management first reported a position in IEF in Q4 2019 and has held it in 19 quarters since. The position peaked at $3.01M in Q3 2020. 755 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • American Institute for Advanced Investment Management held 6,625 shares of iShares 7-10 Year Treasury Bond ETF worth $627K as of Q2 2026.
  • American Institute for Advanced Investment Management sold 10 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $946.
  • iShares 7-10 Year Treasury Bond ETF made up 0.36% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #84 holding.
  • American Institute for Advanced Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 19 quarters since.
  • American Institute for Advanced Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $3.01M in Q3 2020.
  • 755 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.